Operator desk manuals

Admissions desk manual

1. Verify cycle is published - share /admissions/apply link.
2. On new application: open detail → check documents → update status.
3. Record test score at test session screen.
4. Move to shortlist → offer → track acceptance.
5. On accept: enroll at /admissions/enrollments - system creates parent portal login and sends a welcome magic link when guardian email is on file.
6. Confirm parent-student link at /parents and fee instances after enrollment.

Finance desk manual

1. Search student at /fees/collections.
2. Select pending instances → enter payment mode and reference.
3. Confirm receipt generated - offer email if parent present.
4. For online payments: verify at /fees/payments - do not double-record.
5. Guide parents to /fees/me (with childId) for self-service balance checks.
6. Process waiver/refund only with approval per school policy.

Library desk manual

1. Issue: search patron → search book → issue with due date.
2. Return: mark returned → apply fine if overdue per /settings/library.
3. Reservation queue: fulfill when copy available.

Transport desk manual

1. New student: assign to route stop on /transport/[id].
2. Change request: update assignment → confirm parent sees /parent/transport?childId=… with live status when duty runs.
3. Duty: drivers/managers use /transport/duty (and /transport/duty/[tripId]) for board/drop marks and incident reports.
4. Office: /transport/day-sheet for today’s fleet view; /transport/incidents for substitute vehicles; /transport/reports for boarding export (5,000-row cap).
5. Boarding alerts notify linked parents in-app and by email when preferences allow.
6. Export route roster for drivers before term start.

Purchasing desk manual

1. Create PO at /procurement from approved vendor.
2. On delivery: receive goods → inventory updates.
3. Match vendor bill at /finance/vendor-bills when invoice arrives.

• Operator daily playbook

  Shift checklist including transport desk

• Transport workflows

  Setup and daily duty usage

• Offer & enroll workflow

  Enrollment creates parent portal + magic link